AI in Finance: A Global Perspective on Policy, Practice, and Product
Join the ICAI San Francisco Chapter for an executive-level exploration into the rapid transformation of the finance and accounting world by Artificial Intelligence. This event brings together global accounting authority, Silicon Valley product expertise, and entrepreneurial innovation for a critical discussion on how AI is reshaping financial standards, practice, and compliance.
The program is structured to provide both strategic oversight from esteemed leaders and practical, real-world application through interactive demonstrations.
The Executive Panel Discussion
Our distinguished panel will provide a comprehensive, 360-degree view of the AI landscape in finance, covering the intersection of compliance, corporate strategy, and technology development.
• Policy & Global Authority: Hear from CA. Ranjeet Kumar Agarwal, Past President of ICAI, on the evolving global standards and the role of the accounting profession in governing AI adoption.
• Practice & Strategy: Gain insights from Kailesh Karavadra, Advisor (CalCPA) and Partner at EY, on practical implementation, risk management, and the future skill sets required for financial professionals.
• Product & Innovation: Get a deep dive into the technology roadmap from Manu Batra, Head of Product at Google, understanding how AI is being built and deployed in financial tools.
Watch the Demo: AI in Action 🤖
Move beyond theory with a dedicated, interactive session showcasing cutting-edge AI solutions. Witness live demos from two innovative finance startups:
• CA. Jay Swaminathan, Founder of CrystalView
• Aidan Parisian, CRO of Ayara
• Yogi Goel, Co-Founder & CEO of Maxima.ai
This segment provides a direct look at the tools that are currently automating processes, enhancing due diligence, and providing predictive insights in the financial sector.
The discussion and demo will be skillfully moderated by CA. Pavithra Iyengar (Data Privacy Manager, PubMatic) and CA. Vishnu Agarwal (Central Council Member, ICAI).
Who Should Attend?
This event is a must-attend for CPAs, CAs, Finance Executives, Auditors, Technology Leaders, and entrepreneurs looking to navigate the regulatory challenges and seize the competitive advantages presented by Artificial Intelligence.
Limited Seats Available. Registration is subject to approval by organizers.
Date & Time: Sat, November 1, 2025 | 11 AM - 1:30 PM PST
Location: FalconX, Milpitas, California
Register at: events.icaisfo.org